# Cascade Eye & Skin Centers, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/cascade-eye-skin-centers-p-c-401k-plan

> Cascade Eye & Skin Centers, P.C.'s 401(k) plan: 289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cascade Eye & Skin Centers, P.C.

- **Sponsor EIN:** 911525215

- **Sponsor Address:** 5225 CIRQUE DR W, STE 105, UNIVERSITY PLACE, WA, 98467

- **Plan Type:** 401(k)

- **Total Participants:** 289

- **Total Assets:** $38.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|289|$38.3M|$1.2M|$1.2M|

| 2023|268|$35.0M|$1.2M|$1.0M|

| 2022|212|$31.3M|$987,857|$954,822|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NWPS|NONE|$43,428|—|$43,428|

| RETIREMENT CONSULTING GROU, INC|NONE|$40,600|—|$40,600|

| DWYER PEMBERTN & COULSON PC|NONE|$15,750|—|$15,750|

| DWYER PEMBERTON & COULSON, PC|Auditor|$15,750|—|$15,750|

| CHARLES SCHWAB TRUST BANK|NONE|$11,691|—|$11,691|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NWPS](https://planprovider.pro/provider/nwps) — NONE

- [DWYER PEMBERTON & COULSON, PC](https://planprovider.pro/provider/dwyer-pemberton-and-coulson-pc) — Auditor

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $127,219

- **Estimated Expense Ratio:** 0.332% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$114,433|$40,600|—|$15,750|—|

| 2023|$104,684|$38,733|—|$15,000|—|

| 2022|$99,190|$35,000|—|—|$51,971|

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